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for that kind of product. we think there's significant growth opportunities there. >> how as technology enabled new things in your business? i think the marriage of technology and health care has been so exciting. >> yeah. well, innovation is what we're all about and technology. it really starts with us being able to better target compounds and pharmaceuticals. in all areas now. we talk a lot about personalized medicine. i think we're making great strides. it's difficult science. we still have a lot of work to do. our ability to better detect who's going to respond to a particular therapy for the clinical development process has improved dramatically. that's why we're starting to see products through earlier. the other area i'm excited about is convergent technologies. how do you take a device along with a pharmaceutical product, which johnson & johnson is perfectly suited to do, and really transform the way patients are treated? that's another exciting -- >> also transformative what you're doing in oncology. talk to us about the products in the pipeline in terms of oncology. where are we in th
were up 7.5%. the staples up 17.5%. going into earnings season with the technology stocks, this could lead us out of here. we're going to talk about it later, about apple, google, amazon -- >> you think tech? >> i think tech could lead us out of it. they could lead us out of here -- >> industrials are going to be the story tomorrow. everybody's talking about apple. apple clearly getting all the conversation with its report after the bell tomorrow. how about the industrials tomorrow? dupont, utx, ingersoll, ak steel, those could be the tale more so than just apple? >> but domestically, we were talking about that recently. i like the names in the technology space. i don't know if you've seen this, but seems like there's been a little bit of change in the sentiment where you buy the dips. now it's sell into the rallies a little bit. >> jon najarian, how do you see things? you can talk about tech. the number of companies reporting, significant, for certain, texas instruments, amazon, qualcomm, netflix. >> yeah, i want to go back for one second. last week at this time, we were looking at t
. we need to have new services. hopefully we get some fingerprint technology. i think lit be new product which is more likely in the fall. >> where does the dividend go from here? is it factored in your mind? is that going be exhausting? >> looking at the options trading, it looks like people are factoring about a 10 to 15% increase in the dividend. as you were saying earlier it's really about momentum. the stock is cheap. it's really about what's going to turn things around. >> steve, i have got a quick question for you. i think one of the biggest problems is they have not addressed what people really want. if you go back to his book he talks about i'll tell you what you want. they need a new product. the new product on the phone needs to be a larger format phone. do yo see that happening? >> i don't. they will have a phone. my guess is they got surprised by the interest in 5 and 6 inch phablets. it's going to be a while before they can respond to that if they do. >> let's say they have a cheaper phone on the market. isn't the market expecting that? so any pop in the stock will
is particularly important with technology because people confuse this stock which comprises 15% of the s&p 500 constantly, tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, sfoents, tech, telecommunications tech, infrastructure stock, assemblers, each has a separate growth rate. here i like to look at the companies i file versus the individual sectors. the investigator growth rate doesn't work. cloud stock, for example, are highly valued, meaning the high values to growth rates are extreme. that means there is no room for error or hair as we call it. in 2011, one of my favorite cloud replaced a magnificent corps. the guidance was later than i was hoping. the stock immediately got pancaked and stayed ugly for a long time. why? because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate
of the day with a gain of 30 points. now technology the leadership on the upside. s&p 500 up 8.25 points. one-half of 1%. what is driving this market today, bob pisani, in the middle of all the action right now? >> folks, we were down 80 points as you saw from the dow industrials interday. we've come up 100, 105 points. still not a lot of direction to the market. that's part of the problem. the sectors, i'm happy to see materials and energy moving after a terrible week. all of the cyclical names a terrible week last week. technology doing better. health care, consumer staples all up. a modestly upward push to the market. still doesn't seem to be a lot of direction. look at house ing. very disappointed in the existing hope sales number for march we got out this morning. building materials are doing really well. boise cascade, big wood products. knocked the cover off the ball. said wood product demand is strong as the housing market continues to get better. one number good, another number not so good in the earnings season and in the economic reports. move on and show you some of the multiindus
? >> well, they are saying that there was a bug in the c.m.e. group technology that allowed about 500 trades out of a million specifically in the agricultural group as well as the energy group. as far as swaps on the commodities, the trades were identified. remember, they're supposed to remain anonymous. 500 out of the million were identified to their customer firms. this is obviously something that was not intended to happen. c.m.e. group has issued this response. on monday, april 1, 2013, c.m.e. implemented an enhancement to its s.d.r. swap reporting service. enhancement contained a bug that permitted a small number of market participants to view commodity swap trades of other market participants. approximately 500 transactions out of a total of nearly a million were mistakenly disclosed. customers were who alerted the exchange of the problem. obviously they're saying this was a mistake. confidentiality is key for their market participants but again, it has been corrected and they are saying that it was a bug in their technology that led to this data breach. so it's all under control now b
, mass. and finally, using very sophisticated technology, the authorities found dzhokar tsarnaev hiding in a boat. he is in sewerus, but stable condition. in the meantime, boston is trying to get back to normal. behind me, boyleston street. there is an attempt here now to heal a little bit and remember. it has been exactly a week since the bombing at the enof the boston marathon. at 2:50 p.m. today, the exact time that the bombs went off, there will be a moment of silence followed by church bells throughout boston. guys. >> scott, thank you very much. again, scott cohen who is in boston. joining us right now on set is colonel jeff jacobs. colonel, we know the who at this point, but don't quite understand the why. that's going to take quite a bit of time to dig through, i imagine. >> there's lots of speculation about their dis affectiaffectio. they came from that part of the company in the first place to escape what they perceived as persecution by the russians. the russians were focused by the fbi and nothing came of that. we constantly ask about terrorists who have slipped into the uni
, and the energy sector, productivity through technology and mobility and what that really means and lastly, what we're seeing in terms of manufacturing efficiencies in america being competitive globally today. all of this gives you more impetus here than you would think. that's so 2003. that was the story we should have been talking about ten years ago when the stocks are reflective. >> when they're playing consumer stocks, are they looking at it wrong? >> i think some of the consumer discretionary stocks are stretched and not that we have a worry about the consumer and tax refunds will start coming now. credit conditions support employment and certainly consumer staples look very expensive. >> what about utilities up 19% so far this year? utilities are up 16% and health care up 19%. is your money safe in there? will they continue to hold up? >> we've been overweight utilities so i'm not going to be too uncomfortable with that and that's improvement with natural gas prices and in health care it's been very much about dividends and that we saw reimbursement rates that were supposed to be cut reca
, technology, materials, all groups suffered in recent weeks. the energy looks like a fairly decent risk-reward here. have a big pullback since early february. tracy: you make a good point. should this be a resounding alarm goes off for everybody sitting at home on their cash. the market did not break down after all that happened, you have to get into it. >> you have to really let price dictate what you do. unless you see signs of deterioration, still makes a lot of sense to be long some stocks particularly energy and technology. tracy: i think a lot of people will look back on this and say i wish i was in it. ashley: we have some breaking news for you. massachusetts about to lead the nation in a mark of silence to mark one week of the boston marathon finish line. first bomb exploding at 2:50 p.m. eastern time, the bombs killing three people and injuring dozens more. today people around the country are taking part in a moment of silence to remember the victims, massachusetts governor leading the event, on the courthouse steps in boston. the boston mayor at the clock, the hometown of eigh
, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300 billion in revenue is what those combined companies have. one of the sectors
Search Results 0 to 9 of about 10